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Morgan Stanley

Tampa, FL

CRD 7983252

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
TX RA APPROVED 2026-02-18
  • FL RA
    APPROVED
    Since 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Tampa FL 11/2024 Present
University Of California Riverside Riverside CA 09/2020 06/2023
University Of California Riverside Riverside CA 09/2022 05/2023
Ozmi Medical Solutions San Bernardino CA 06/2017 06/2018
Student Highland CA 08/2014 06/2023
N/A Tampa FL 06/2023 10/2024
  • 11/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 09/2020 → 06/2023
    University Of California Riverside
    Riverside, CA
  • 09/2022 → 05/2023
    University Of California Riverside
    Riverside, CA
  • 06/2017 → 06/2018
    Ozmi Medical Solutions
    San Bernardino, CA
  • 08/2014 → 06/2023
    Student
    Highland, CA
  • 06/2023 → 10/2024
    N/A
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-17
S63 Uniform Securities Agent State Law Examination 2025-01-21
  • S66 Uniform Combined State Law Examination
    2026-02-17
  • S63 Uniform Securities Agent State Law Examination
    2025-01-21

View on SEC IAPD

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